Planning Items List View
- Tom Williams
- Emma Greenwood
- Janice Dannenberg (Unlicensed)
Planning Items are attached to Cost Formulas and used to record costs and recovery %. Planning Items are similar to non-inventory tracked Item Codes and examples may include things like: Labor, Overhead, Packaging, Raw Material, etc. They are used in the Inventory functional Area for Bill of Materials. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2023.11.30 and newer
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| Toolbar Icons | Description |
|---|---|
| Column Filter Show/Hide |  Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
| Delete |  Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Excel |  Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help |  Opens the online WIKI help page for the current page. |
| New |  Inserts blank lines that allow adding multiple new records. |
| Quick Column Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| Save |  Saves all changes made on the page. |
| Saved Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| Checkbox | Used to select one or more records. |
| Item | A text box to add or edit the unique identifier of the Planning Item. This defaults to blank but is required for all records. If missing, the message "A Planning Item ID is required." will be displayed on Save. The ID must be unique, otherwise the message "Duplicate Items are not allowed." will be displayed on Save. This field must be <= 25 characters. Database Field: ERPx_MPPlanningItem.PlanningItem |
| Scaling Method | A single select standard lookup to identify how the planning item scales on Cost Breakdown formulas. This field is required and is always editable. The available options include:
This lookup contains all the values in the BOMScalingMethod Enumeration Class. Database Field: ERPx_MPPlanningItem.BOMScalingMethodEN |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.